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Graves Light Lenhart Wealth’s Towne Bank TOWN Stock Holding History

Graves Light Lenhart Wealth’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,000
Closed -$27K – 558
2022
Q2 		$27K Hold
1,000
– – ﹤0.01% 382
2022
Q1 		$30K Hold
1,000
– – ﹤0.01% 419
2021
Q4 		$32K Hold
1,000
– – ﹤0.01% 476
2021
Q3 		$31K Hold
1,000
– – ﹤0.01% 438
2021
Q2 		$30K Hold
1,000
– – ﹤0.01% 444
2021
Q1 		$30K Hold
1,000
– – 0.01% 445
2020
Q4 		$23K Buy
+1,000
New +$20.7K ﹤0.01% 462

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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American Century Companies
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Graves Light Lenhart Wealth's TOWN Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Towne Bank (TOWN) in Q3 2022, closing a stake of 1,000 shares — an estimated $27K sold.

Graves Light Lenhart Wealth first reported a position in TOWN in Q4 2020 and held it in 7 quarters. The position peaked at $32K in Q4 2021. 195 funds tracked by Wall St. Rank hold TOWN as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Towne Bank position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 1,000 Towne Bank shares in Q3 2022, an estimated $27K.
  • Graves Light Lenhart Wealth first reported a position in Towne Bank in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Towne Bank position peaked at $32K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Towne Bank as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.